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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $38.1B AUM 1,508 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 350 New 590 Added 528 Reduced 317 Exited
Page 16 of 27  ·  528 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ELF E L F BEAUTY INC Consumer Defensive 30,277.0 $2.3M 0.01% -37K -54.7% $76.04 -30.7%
302 ICFI ICF INTL INC Industrials 26,597.0 $2.3M 0.01% -20K -43.2% $85.30 -22.2%
303 JBT MAREL CORPORATION 14,605.0 $2.2M 0.01% -473.0 -3.1% $150.67
304 PHM PULTE GROUP INC Consumer Cyclical 18,766.0 $2.2M 0.01% -950.0 -4.8% $117.26 -7.3%
305 ITRN ITURAN LOCATION AND CONTROL Technology 51,144.0 $2.2M 0.01% -7K -12.2% $43.01 +32.8%
306 OVV OVINTIV INC Energy 55,224.0 $2.2M 0.01% -368K -87.0% $39.19 +53.6%
307 QLYS QUALYS INC Technology 16,229.0 $2.2M 0.01% -61K -78.9% $132.90 -25.5%
308 RF REGIONS FINANCIAL CORP NEW Financial Services 79,377.0 $2.2M 0.01% -10K -11.3% $27.10 -1.5%
309 CTRA COTERRA ENERGY INC Energy 78,825.0 $2.1M 0.01% -960.0 -1.2% $26.32 +23.7%
310 NNI NELNET INC Financial Services 15,039.0 $2.0M 0.01% -7K -31.8% $132.96 -3.4%
311 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 207,133.0 $2.0M 0.01% -99K -32.2% $9.65 +31.8%
312 TRMK TRUSTMARK CORP Financial Services 50,797.0 $2.0M 0.01% -28K -35.9% $38.95 +12.0%
313 TBLA TABOOLA.COM LTD Communication Services 427,344.0 $2.0M 0.01% -625K -59.4% $4.61 +8.4%
314 HGTY HAGERTY INC Financial Services 146,228.0 $2.0M 0.01% -14K -9.0% $13.44 -19.1%
315 OPCH OPTION CARE HEALTH INC Healthcare 61,648.0 $2.0M 0.01% -625K -91.0% $31.86 -38.3%
316 APEI AMERICAN PUB ED INC Consumer Defensive 49,877.0 $1.9M 0.01% -42K -45.6% $37.80 +44.3%
317 TCBK TRICO BANCSHARES Financial Services 39,628.0 $1.9M 0.01% -4K -9.6% $47.37 +4.3%
318 STRA STRATEGIC ED INC Consumer Defensive 23,404.0 $1.9M 0.01% -8K -25.9% $80.20 +0.8%
319 INVA INNOVIVA INC Healthcare 93,532.0 $1.9M 0.01% -35K -27.4% $19.99 +8.6%
320 URBN URBAN OUTFITTERS INC Consumer Cyclical 24,159.0 $1.8M 0.01% -37K -60.7% $75.26 -9.2%
Page 16 of 27  ·  528 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.4%
Technology 21.8%
Basic Materials 12.7%
Energy 9.7%
Industrials 8.2%
Consumer Cyclical 8.1%
Healthcare 5.6%
Communication Services 4.3%
Utilities 2.7%
Consumer Defensive 2.4%